Forthright Family Wealth Advisory LLC Ishares S&P 500 Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 109,816 shares of IVW stock, worth $10.4 Million. This represents 8.11% of its overall portfolio holdings.

Number of Shares
109,816
Previous 125,195 12.28%
Holding current value
$10.4 Million
Previous $13 Billion 99.91%
% of portfolio
8.11%
Previous 8.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
SELL
$94.43 - $105.47 $1.45 Million - $1.62 Million
-15,379 Reduced 12.28%
109,816 $11.1 Million
Q3 2024

Dec 09, 2024
BUY
$84.77 - $97.13 $7.41 Million - $8.49 Million
87,459 Added 231.77%
125,195 $13 Billion
Q2 2024

Aug 12, 2024
BUY
$79.31 - $93.31 $492,039 - $578,895
6,204 Added 19.68%
37,736 $3.49 Billion
Q1 2024

Apr 29, 2024
BUY
$72.87 - $85.14 $89,775 - $104,892
1,232 Added 4.07%
31,532 $2.66 Billion
Q4 2023

Feb 28, 2024
BUY
$65.78 - $75.4 $1.99 Million - $2.28 Million
30,300 New
30,300 $2.28 Billion

Others Institutions Holding IVW

# of Institutions
2,012
Shares Held
429M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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